Calendly
Add referral tracking to your Calendly form to automatically recognize new leads that come through referrals.
Please note the following requirements to make Calendly work with GrowSurf:
A Calendly Pro account is required.
Your form must be embedded on your own webpage (you cannot use the stand-alone
https://calendly.com/xxxx/xxxxwebpage).
Prep Your Form
If you have an embedded Calendly form on your website that you want to add referral tracking to, follow these instructions:
Step 1: Open the GrowSurf campaign editor and navigate to the Installation tab.
Step 2: Continue through the installation steps until you reach the referral tracking method section (see image below).
Step 3: Click the Calendly icon and follow your campaign-specific instructions (see image below).
Step 4: Once your Calendly form has been prepped, continue on with the rest of the GrowSurf installation process.
Additional Tips
While following your campaign-specific Calendly instructions in the GrowSurf campaign editor, you may skip any steps that you have already completed from previous setup in Calendly.
If you run into issues or have any questions, please reach out to GrowSurf support for assistance.
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